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Financial Advisor, Visalia, CA

1320 West Center Ave Visalia, CA 93291

Phone:

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.